See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GWL&A1+ years Filed as: GWL&A INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,185 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Direct payment from the plan; Securit... | $848 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,199 | $72,770+109.2% | $67,652+125.0% | $55,191+175.8% |
| Participation rate | 80.0% | 78.8%+1.3pp | 75.7%+4.4pp | 69.2%+10.9pp |
| Annual return | 0.62% | -3.26%+3.9pp | 6625.04%-6624.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $665 | $1,769-62.4% | $2,266-70.6% | $1,899-65.0% |
| Participant deferral / active EE | $6,646 | $3,408+95.0% | $3,560+86.7% | $3,046+118.2% |
| Admin fee / account holder | $4 | $79-95.4% | $4,821-99.9% | $91-96.0% |